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@RealJimChanos Avatar @RealJimChanos James Chanos

James Chanos, a well-known investor and short-seller, is criticizing companies, particularly those in the AI and data center sectors, such as $IREN, for their financials and business practices. He is questioning their capital expenditures, revenue projections, and return on investment. Chanos' comments have sparked discussions and debates among analysts and investors on social media platforms.

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX%

Social topic influence $eqix #8, $dlr #2, $mstr #239, ai 6.67%, $iren #183, mstr #117, ibm #27, $ibm #2, $dlrs #1, put the XXXX%

Top accounts mentioned or mentioned by @thevalueist @dfaagh9876 @stocktrader989 @nationswealth @8teapi @pmcerroni @benitoz @rhouseresearch @mayhem4markets @curiouswhatever @marckpam @jiahanjimliu @cernbasher @dcondy75 @bradmunchen @elonmusk @evasandjger @ethicalzac @maobaobaomby @dougkass

Top assets mentioned Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) Strategy (MSTR) IREN Limited (IREN) IBM (IBM) Bitcoin (BTC) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Confluent, Inc. Class A Common Stock (CFLT) Uber Technologies, Inc. (UBER) DigitalBridge Group, Inc. (DBRG) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last XX hours

"@8teAPi No I mean each legacy data center itself has a small footprint. $DLRs data centers only average XX MW each. And I have hedged my idiosyncratic AI shorts appropriately no worries"
X Link 2025-12-02T18:40Z 55.8K followers, XXX engagements

"@FransBakker9812 So $IREN only retired XX% of those converts($964M principal outstanding) for almost 40M new shares Not only was the balance sheet not cleaned-up but dilution from almost half of the old converts still remains. Puzzling deal"
X Link 2025-12-03T13:12Z 55.8K followers, 11.5K engagements

"To put the $140B monthly figure in context it equals over XXX% of the current US savings rate(4%) per month. And swamps the early-2021 SPAC/IPO/NFT peak"
X Link 2024-12-09T19:05Z 55.8K followers, 117.6K engagements

"@R_and_Invest See capex figures for legacy data companies $DLR and $EQIX. Its actually a terrible business with ROICs LSD/MSD. You want to own what the chips produce not where they reside"
X Link 2025-11-09T23:52Z 55.8K followers, 7374 engagements

"@callah32 $EQIX has a pre-tax ROIC of less than X% $DLR below 2%. Nothing to aspire to"
X Link 2025-11-13T15:33Z 55.8K followers, 2198 engagements

"Wait did $MSTR not buy any Bitcoin last week during the selloff Isnt that when they should be buying more"
X Link 2025-11-24T17:48Z 55.8K followers, 435.5K engagements

"For those of you wondering why I keep bringing-up manufactures liability cost (insurance) for $TSLA regarding FSD/Robotaxis you might want read up on the $UBER insurance debacle with James River. Its a major cost issue"
X Link 2025-11-28T14:23Z 55.8K followers, 107.9K engagements

"@iguide_net I hope so since LTM capex EBITDA at $DLR and $EQIX. The legacy data centers have been and remain uneconomic"
X Link 2025-12-02T18:42Z 55.8K followers, 1260 engagements

"@edge_of_power So how much does the capped call cost per $1000 bond and what are the 7/8 year calls (with $XX strike) worth per $1000 bond $1000 minus those two totals equals the implied value of the debt-only portion of the deal. (Preview: This was very expensive debt) $IREN"
X Link 2025-12-04T20:24Z 55.8K followers, 23.7K engagements

"Dont know if this deal happens and its not particularly big but trying to buyout your resellers is usually a huge red flag. Its often a way to bury inventory costs and/or avoid receivables provisioning. $NVDA"
X Link 2025-03-26T18:48Z 55.8K followers, 674.3K engagements

"This slide from $NRGs recent deck on future power needs highlighting forward curve power prices violates a number of current AI-narratives"
X Link 2025-10-27T16:16Z 55.8K followers, 50.2K engagements

"@MarckPam @stocktrader989 @jiahanjimliu Have you looked at the pre-tax ROICs and FCF characteristics of standalone data centers recently Its a terrible business. $DBRG $DLR $EQIX"
X Link 2025-11-18T16:34Z 55.8K followers, 3390 engagements

"Give me your money and I will buy Bitcoin with it. Killer app for sure. $MSTR"
X Link 2025-11-21T02:18Z 55.8K followers, 81.3K engagements

"Well when you put it that way"
X Link 2025-11-25T14:36Z 55.8K followers, 67.2K engagements

"@CernBasher Lol you just witnessed a company issue common stock to pay preferred dividends. But sure wrap it in techno-babble to impress the marks. $MSTR"
X Link 2025-12-01T18:28Z 55.8K followers, 30.8K engagements

"@pmcerroni @CernBasher The sign of a great con is when the marks think theyre in on the grift. $MSTR"
X Link 2025-12-01T20:16Z 55.8K followers, 8071 engagements

"@matty_ice_BTC @CuriousWhatever Lowers the coupon but not necessarily the yield. Implied volatility of the underlying is still very high. Thats why buyers take low/no coupon. $IREN"
X Link 2025-12-02T16:58Z 55.8K followers, XXX engagements

"@Gfilche Kid you literally promoted and became a director of one of the biggest jokes in recent stock market history. Maybe sit this one out"
X Link 2025-11-15T20:49Z 55.8K followers, 1382 engagements

"@DCondy75 Land ($1B) is an immaterial part of $DLRs $38B of invested capital"
X Link 2025-12-02T21:07Z 55.8K followers, 1177 engagements

"@BradMunchen Its even crazier than that. Besides the obligatory estimate cuts Morgan Stanley used discount rates of only XXX% to XXX% for the various businesses in its DCF model. $TSLAs WACC is mid-teens (BBG=14%). That makes a HUGE difference given the reliance on terminal values"
X Link 2025-12-08T19:50Z 55.8K followers, 7262 engagements

"Your occasional reminder that Hyundai Motors(005380 KS) which owns Boston Dynamics (actual autonomous robots) and is testing a Level X autonomous driving system trades at 1x revenues and 8x EBITDA. This would value $TSLA at $XX to $XX per share"
X Link 2024-10-31T18:59Z 55.8K followers, 714.4K engagements

"If this report from last week is accurate it says as much about mindset at $NVDA as their memo from yesterday"
X Link 2025-11-25T15:49Z 55.8K followers, 128.8K engagements

"Given the massive buildout of AI data centers can anyone explain why the legacy cloud DC companies ($DLR $EQIX) still trade at $30-40M per MW when construction costs for brand new ones are $10-15M per MW And AI DCs can run cloud applications but harder to do the opposite"
X Link 2025-12-02T16:54Z 55.8K followers, 63.9K engagements

"You dont say"
X Link 2025-12-04T12:17Z 55.8K followers, 205.5K engagements

"So now the lying MSM is accurate"
X Link 2025-12-05T16:11Z 55.8K followers, 45.9K engagements

"@MikeKuczborski Ahem. (At least it wasnt batteries)"
X Link 2025-12-07T17:10Z 55.8K followers, XXX engagements

"@NationsWealth Interesting given that the LTM Operating Loss at $CFLT is $(387)M. Eliminating XXX% of the SBC of $399M would put the Company at slightly above break even before financing cost. This deal is dilutive. $IBM"
X Link 2025-12-09T15:55Z 55.8K followers, XXX engagements

"@NationsWealth Correct. But they are increasing their capital employed by XX% for just X pts of unprofitable growth. And yes their M&A is in lieu of profitable R&D. $IBM"
X Link 2025-12-09T16:14Z 55.8K followers, 2270 engagements

"@NationsWealth (2) Including the $CFLT purchase $IBM will have averaged almost $7B in net acquisitions annually over the past decade. Yet EBIT has declined and ROIC has been cut in half over that ten years"
X Link 2025-12-09T16:33Z 55.8K followers, 2375 engagements